Civic Intelligence

Upwind Foundation Inc.

990EZ • Fiscal year 2024 • EIN 47-2699348

Oct 01, 2023 to Sep 30, 2024 • Filed on Jan 25, 2025

Organization Profileupwindscholarship.com
PO Box 6932San Carlos, CA 94070

(000) 000-0000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

87th percentile

62%

Faster asset growth than 87% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

6.3%

Faster revenue growth than 55% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$62,907

Up $24,111 (+62%) from 2023

Net Assets

Up

$62,907

Up $24,111 (+62%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin78th percentile

Revenue

Up

$96,422

Up $5,749 (+6.3%) from 2023

Expenses

Down

$72,419

Down $10,299 (-12%) from 2023

Net Income

Up

$24,003

Up $16,048 (+202%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2019: $34,379Liabilities 2019: $0Net Assets 2019: $34,3792019Assets 2020: $43,754Liabilities 2020: $02020Assets 2021: $34,935Liabilities 2021: $0Net Assets 2021: $34,9352021Assets 2022: $30,841Liabilities 2022: $0Net Assets 2022: $30,8412022Assets 2023: $38,796Liabilities 2023: $0Net Assets 2023: $38,7962023Assets 2024: $62,907Liabilities 2024: $0Net Assets 2024: $62,9072024Assets 2025: $119,040Liabilities 2025: $0Net Assets 2025: $119,0402025

Highlighted filing

2024

Assets$62,907
Liabilities$0
Net Assets$62,907
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2019: $58,137Expenses 2019: $40,294Net Income 2019: $17,8432019Revenue 2020: $61,592Expenses 2020: $52,217Net Income 2020: $9,3752020Revenue 2021: $47,078Expenses 2021: $55,897Net Income 2021: -$8,8192021Revenue 2022: $69,011Expenses 2022: $73,105Net Income 2022: -$4,0942022Revenue 2023: $90,673Expenses 2023: $82,718Net Income 2023: $7,9552023Revenue 2024: $96,422Expenses 2024: $72,419Net Income 2024: $24,0032024Revenue 2025: $148,185Expenses 2025: $92,052Net Income 2025: $56,1332025

Highlighted filing

2024

Revenue$96,422
Expenses$72,419
Net Income$24,003
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 25, 2025
Return Version
2023v6.0
Gross Receipts
$96,422
Mission and Program Overview

Mission

The Upwind Foundation was established to encourage interest in aviation for high school aged students by awarding scholarships that provide ground and flight training The scholarship funds the ground and flight training to become a Private Pilot during the summer between their junior and senior year

Program Services

DescriptionGrantsExpenses
For the fiscal year ending on 9302024 the Upwind Foundation provided scholarships to four 4 high school students that were provided all the necessary ground and flight training to obtain their private pilot certificate All four successfully passed their practical test and obtained their private pilot certificate$62,040-
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Herb PattenChairman And Executive Director-$0--
Susan StrehlowTreasurer-$0--
Alexandra StrehlowSecretary-$0--
Oliver CoolidgeBoard Member-$0--
Alessandro FrancoBoard Member-$0--
Chris RimerBoard Member-$0--
Michelle KarpishinBoard Member-$0--
Audrey AllexandreBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Upwind Foundation Inc
EIN
47-2699348
Phone
0000000000
Address
PO BOX 6932, SAN CARLOS, CA 94070

Signing Officer

Name
Herb Patten
Title
Chairman
Phone
6503945364
Signed
2025-01-25
Supplemental Narrative

Additional Explanations

Schedule O:

“Part 1, Line 10: Grants: $62,040 for four flight training scholarships Part 1, Line 16: Other Expenses: 990 Form EZ Line 16 Supplies (Books, Charts, Flight tools) $680.39 Knowledge Test Fees: $700 D&O Insurance: $557 Post Office Box Fee & Postage: $236 Web Services: $666.63 Tax Filing Fees: $60 Credit Card Fees: $ 1,855.84, Medical exam fee: $505.63 TOTAL: $5,261.49”

Raw XML Appendix183 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1, Line 10: Grants: $62,040 for four flight training scholarships Part 1, Line 16: Other Expenses: 990 Form EZ Line 16 Supplies (Books, Charts, Flight tools) $680.39 Knowledge Test Fees: $700 D&O Insurance: $557 Post Office Box Fee & Postage: $236 Web Services: $666.63 Tax Filing Fees: $60 Credit Card Fees: $ 1,855.84, Medical exam fee: $505.63 TOTAL: $5,261.49
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Herb Patten
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum06503945364
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-25
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ReturnHeader/Filer/BusinessNameControlTxt0UPWI
ReturnHeader/Filer/EIN0472699348
ReturnHeader/Filer/PhoneNum00000000000
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ReturnHeader/ReturnTs02025-01-25T14:30:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,907
Liabilities
$0
Net assets
$62,907
Revenue
$96,422
Expenses
$72,419
Net income
$24,003
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$1.48$0.92$0.56
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.96$0.72$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.91$0.83$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.69$0.73$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.47$0.56$0.09
2020Summary only. Only limited summary data is available for this year.$0.44$0.00$0.62$0.52$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.58$0.40$0.18